Covid-19 Dashboard: Actively Managing a Dynamic Risk Landscape

Near-term challenges will remain, but improved treatments, business adaptations, and positive vaccine news are reasons for optimism.

Emerging Markets: The Benchmark Is the Risk

Measuring the merits of emerging market equities by an index may be quite limiting. Global growth equity managers at WCM Investment Management explain why.

  • November 20, 2020
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Facing Market Challenges with a Diversified Approach

Global market dynamics are always changing –flexibility and risk-management are key to meeting the challenge

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Looking to Use Volatility as Opportunity

The Loomis Sayles global equity team speaks about how its approach to value creation is designed for all market conditions.

Multisector Team Outlook

The Loomis Sayles Multisector Team presents its views on current macro conditions, including US and global interest rates and potential fixed income opportunities.

November Outlook: Market Conditions After the Vote

In her latest outlook, Natixis macro specialist Esty Dwek suggests some market factors will remain consistent – no matter who wins the vote.

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Institutional Investment Trends During the COVID Market

Six institutional asset allocation and investment trends derived from data analyzed by Natixis Portfolio Clarity® consultants.

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Finding Value Opportunities in the Pandemic Economy

David Herro of Harris Associates discusses how the economic repercussions of Covid-19 are creating long-term growth prospects for value investors.

Opportunities in the Emerging Recovery

Emerging market economies stand to benefit from a growth recovery led by the manufacturing sector.

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Asset Allocation Trends During the COVID Market

Six asset allocation trends derived from in-depth analysis of investment portfolios by Natixis Portfolio Clarity® consultants.

COVID-19 Dashboard: Actively Managing a Dynamic Risk Landscape

Improved treatments, behavioral changes, fiscal aid, and consumer savings have helped sustain the COVID-19 recovery – but challenges remain.

October Outlook: Why Room for Growth – and Volatility – Remains

A review of what recent macro data is signaling about asset class opportunities – and potential portfolio risks – through the end of 2020.

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September 2020: Analyzing the Market’s Recent Record Highs

Portfolio Manager Jack Janasiewicz discusses how strong fundamentals have aided the market’s recovery, although risk of corrections remains.

How to Evaluate Different Types of ETFs: Passive, Smart Beta, and Active

Uncovering the potential for manager risk in smart beta indexing approaches.

Is the Market’s Health Contingent on Additional Federal Aid?

A look at US savings levels and why the market is unlikely to roll over anytime soon.

Would President Biden Be Bad for Markets?

Excited talk of taxes and regulation may be distracting from a more market-friendly reality.

COVID-19 Dashboard: Actively Managing a Dynamic Risk Landscape

While challenges and risks remain, there is ample evidence of a slow – but potentially durable – economic recovery through the second half.

The Economy Is Not the Stock Market – by the Numbers

Five key reasons that help explain why the US economy and the US stock market often do not move in tandem.

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Assessing Increasing COVID-19 Case Counts and Markets

Vaughan Nelson CEO and Portfolio Manager Chris Wallis shares insights on the economic recovery and near-term market risks.

August Outlook: Is the Market Poised for a Breakout?

While COVID-19 challenges remain, many key indicators of a global recovery persist.

Rumors of a Tech Bubble Are Highly Exaggerated

Checking in on investor sentiment amid a resurgence in COVID-19 caseloads, and a look at potential near-term market opportunities.

COVID-19 Dashboard: Actively Managing a Dynamic Risk Landscape

Taking measure of reopening progress in the US, with a look at the risk dynamics and potential market effects of a COVID-19 “second wave.”

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Equity Diversification for the Next Selloff

With their yields near all-time lows, Treasuries may no longer provide reliable diversification for equities in the next crisis. What else might work?

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Could Stock Market Leadership Change Coming Out of COVID-Recession?

Why international equities and smaller caps may be more attractive in a post-pandemic world is looked at by Chris Wallis, CEO, CIO at Vaughan Nelson.

Hazy Conditions: US-China Relations and Emerging Markets

A look at post-COVID-19 tensions between the world’s two largest economies and what it could mean for investors and emerging markets.

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COVID-Recession Dynamics & Differences

Why this recession differs in speed and magnitude, and select opportunities across market caps are assessed by Chris Wallis, CEO, CIO, Vaughan Nelson.

Restless Summer: Tracking the Post-COVID-19 Economy

As the COVID-19 reopening begins in the US, investors may want to consider a range of variables as they assess near and long-term market conditions.

COVID-19: Perspectives on the Road to Recovery

Portfolio managers from Harris Associates, Loomis Sayles, Mirova and Ostrum Asset Management provide their perspectives on the road to recovery

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Reactivate Your Equity Portfolio

Passive equity indexing may be less advantageous in the wake of a bear market that is increasing dispersion and creating distinct winners and losers.

COVID-19 Dashboard: Actively Managing a Dynamic Risk Landscape

In light of the US starting to reopen, a look at the risk dynamics and potential market effects of a COVID-19 “second wave.”

Portfolio Defense: Value, Growth, or Neither?

Analysis of 20-year returns suggests that sector diversification may be a more effective defensive strategy than favoring growth or value equity styles.

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Sustainable Strategies Proved Resilient in Market Downturn

Portfolio Manager Jens Peers discusses Mirova’s sustainable investing strategies in the context of the coronavirus pandemic and market volatility.

Moving Ahead: ETF Specialists Reflect on COVID-19 Markets

A look at how some exchange traded fund professionals are analyzing and managing COVID-19 market turbulence and volatility risk.

Evaluating 5 COVID-19 Market Narratives

Markets enter the early summer on the heels of federal aid packages and improved COVID-19 case numbers – but many unknowns remain.

Global Barometer: How Advisor Portfolios Were Positioned Heading into 2020

See how moderate portfolios varied by geographic region at the end of 2019 in the Natixis Investment Managers Global Portfolio Barometer.

The Big Spend: What COVID-19 Fiscal and Monetary Action May Mean for Markets

Global Market Strategist Esty Dwek takes measure of the unprecented monetary and fiscal measures being introduced in response to the COVID-19 pandemic.

Post-Pandemic US Outlook: Assessing the Potential Strength of Recovery

As China’s economy begins to move back on line, it offers insights about the potential pace and strength of a post-pandemic US economic recovery.

Three Questions on Credit: Lodging and Leisure

A look at how COVID-19 has affected lodging and leisure and what investors can consider for companies in the category over the near term.

  • April 16, 2020
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Low Volatility Equity – It’s Not Too Late

Chief Market Strategist discusses the benefits of Gateway’s index options-based strategy in today’s uncertain markets.

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COVID-19 and Markets: The Federal Stimulus, Risks, Opportunities, and the Road Ahead

Chris Wallis, Portfolio Manager and Dan Hughes, Client Portfolio Manager, both of Vaughan Nelson, discuss the COVID-19 market turbulence and how they are thinking about the near and long-term investment landscape.

Coronavirus Markets: Have We Seen the Bottom?

In light of the federal aid response to COVID-19, how should investors consider market opportunities and risks over the near term?

Three Reasons to Stay Invested in Volatile Times

Why panic selling during unsettling times may be one of the worst things long-term investors could do is analyzed over three decades.

  • March 27, 2020
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March 2020: Vaughan Nelson OPEC & Liquidity

Chris Wallis, Portfolio Manager, and Dan Hughes, Client Portfolio Manager, both of Vaughan Nelson, discuss recent market corrections, coronavirus, and additional factors.

Natixis ETFs and NYSE: Partners in ETF Innovation

Natixis and NYSE have filed with the SEC to launch an active non-transparent ETF strategy.

Investing in Emerging Markets with WCM

To help make the most of emerging market opportunities for its clients, WCM Investment Management uses an active, long-term investment approach focused on companies with improving competitive advantages and superior corporate cultures.

  • March 16, 2020
What an Oil Price War Could Mean for Markets and Investors

Head of Global Market Strategy for Dynamic Solutions Esty Dwek looks at the potential global market implications of an oil supply glut.

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March 2020: Fed Rate Cuts & COVID-19 Market Volatility

Chris Wallis, Portfolio Manager, and Dan Hughes, Client Portfolio Manager, both of Vaughan Nelson, discuss the market reaction of COVID-19 and the Russia-Saudi oil price war.

Taking Responsible Investment from Talk to Action

Demographic, technological, environment, and governance transitions can present opportunities for investors focused on risk and sustainability.

  • March 12, 2020
US Asset Allocation Trends – Spring 2020

Six asset allocation trends derived from in-depth analysis of financial advisor moderate model portfolios submitted to Natixis Portfolio Clarity®.

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March 2020: COVID-19 and Global Market Views

Chris Wallis, Portfolio Manager, and Dan Hughes, Client Portfolio Manager, both of Vaughan Nelson, discuss recent volatility, COVID-19, and additional market factors.

2020 Will Be a Watershed Year for Active ETFs

Recent regulatory approvals promise new evolutions in the ETF space.

COVID-19: Perspectives from a Long-Term Value Investor

Epidemics, wars, and a financial crisis have been short-term factors for long-term value-oriented Harris Associates, explains Portfolio Manager and Director of US Research, Win Murray.

Institutional Asset Allocation Trends – Spring 2020

Six asset allocation trends derived from in-depth analysis of institutional investment portfolios by Natixis Portfolio Clarity® consultants.

COVID-19: Making Sense of Market Sentiment

As cases of COVID-19 occur outside of China, investors should be aware of the potential market risks.

Slower for Longer? Gauging Market Reaction to COVID-19

Coronavirus cases are falling in China, but rising elsewhere – creating elevated volatility risk.

Assessing the Impact of the Coronavirus on Financial Markets

An assessment of how the Wuhan coronavirus has impacted markets, with insights on what investors might be able to expect over the short term.

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Allocating to Where the Value Is in Global Markets

More attractive opportunities in equities than fixed income today, explains Loomis Sayles Global Allocation Manager Eileen Riley.

Utility Companies Face Challenges in an Evolving Energy Landscape

Gauging the environmental and social impact of utility companies requires a look at how their energy source mix may impact their long-term sustainability.

  • February 13, 2020
WCM Sees Growing Opportunity in Emerging Markets

Portfolio Managers Mike Trigg and Greg Ise of WCM Investment Management on opportunity growth in emerging markets and their unique approach to the space.

  • February 12, 2020
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Price Matters: International Value Opportunities Today

Overvalued US stocks and dollar spell opportunity for patient value investor David Herro, CIO, International Equities, at Harris Associates.

How Might the Coronavirus Impact Markets and Investors in the Near Term?

Despite a constructive backdrop and continued positive economic data, it’s important for investors to remain risk-aware.

2020 Could See New Innovations in the Actively Managed ETF Space

Initial regulatory approvals for active non-transparent solutions are paving the way for innovations in exchange-traded funds.

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How ESG Integration Adds Value in the Investment Process

Portfolio Manager Amber Fairbanks discusses ESG integration, impact investing and Mirova’s global sustainable equity investment strategy.

  • January 10, 2020
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Data Privacy Regulation in the US

The influence of new data privacy rules across the broader digital economy is likely to leave no business sector unaffected.

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US-China Trade War: Gauging Peace Prospects – and Their Potential Market Impact

A look at the politics behind the US-China trade war, the prospects for a peace deal, and how the 2020 election could help shape US trade policy.

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What Investors Should Know About Housing Finance Reform

A look at the policy challenges and political implications of housing finance reform – and what it could mean for markets and investors.

ESG and Sustainable Investing: Uncovering Motivations, Dispelling Myths

It’s time to challenge many of the biggest misconceptions about ESG and sustainable investing so that conversations can be more productive.

Why a Recession May Not Be Imminent

Generally solid US economic data and signs of improvement in China point to a market stabilization or improvement rather than a further slowdown.

Combining Investor and Climate Change Goals for Better Outcomes

Perspectives on investing for a low carbon world and delivering competitive returns from a Mirova sustainable investments research analyst.

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Using Option Strategies to Help Manage Portfolio Volatility

Learn how option strategies can help manage the volatility of equities and create a smoother ride.

  • May 28, 2019
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Low Volatility Equity Investing: The Gateway Strategy

With more than 40 years of experience using index options to manage equity risk, Gateway Investment Advisers offers unique insights on market volatility.

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Alpha Thesis of Loomis Growth Equity

Aziz Hamzaogullari, CIO of Growth Equity Strategies at Loomis, Sayles & Company, explains the deeply held beliefs behind his high-conviction, concentrated approach to risk-adjusted excess returns.

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From the Summit: Making Sense of ESG

Take a closer look at the current and future state of environmental, social, and governance (ESG) investing, the metrics that matter, and growth outlook.

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Measuring Active Management with Active Share

Active Share can help identify closet indexers by measuring how similar an active manager’s portfolio is to the benchmark.

  • June 28, 2018